The easy way to explain this is ANY changes to a proposal made by an office user that result in a revised proposal will initiate data being sent to Service Titan.
See Table 1 for a list of Deal Manager Office user actions and the Service Titan results.
Office User Changes a Previously Completed Jobs (Proposals) | Proposal data sent to Service Titan JOB | Service Titan Estimate Summary includes "SOLD |
Office User reopens a Previously completed Job & makes no changes (proposal) | ||
Office User reopens a Rep Signed Proposal & makes no changes to proposal & enters a remote customer signature | ![]() |
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Office User reopens a Rep Signed Proposal selects a new option = new proposal | ![]() |
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Office User reopens a proposal with NO Company signature, selects an option, Company approval will autofill | ![]() |
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Office User reopens an unsigned proposal, makes changes, enters remote customer acceptance signature | ![]() |
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Table 1. Deal Manager Office user actions and the Service Titan results.
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